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Retirement Planning

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Retirement Planning

Can you afford to retire?

We all wonder if we will have a sufficient amount of assets to fund our retirement. And a successful strategy requires planning and constant attention. It may seem burdensome, but proper preparation is the key to success and financial independence in retirement.

Have you:

Completed an analysis of your ability to retire?

Written a plan for working toward your retirement objectives?

Been monitoring the performance of your investments to see if you are on track toward your retirement goals?

Established an asset allocation in writing that governs how assets are diversified within the portfolio?

If you have answered “no” to any of these crucial questions, we should talk.